We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,854 hedge funds and large institutions have $45.6B invested in iShares MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 546 increasing their positions, 715 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 85

7% more funds holding in top 10

Funds holding in top 10: 148159 (+11)

2% more capital invested

Capital invested by funds: $44.5B → $45.6B (+$1.07B)

0% more funds holding

Funds holding: 1,8481,854 (+6)

5.29% less ownership

Funds ownership: 83.41%78.13% (-5.3%)

24% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 715

32% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $9.32B

Holders
1,854
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
26.62%
Holding in Top 10
159
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.43%
% of All Funds
2.28%
New
120
Increased
546
Reduced
715
Closed
85
Calls
$6.3B
Puts
$9.32B
Net Calls
-$3.02B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1751
Pin Oak Investment Advisors
Texas
$57K
BFA
1752
BBJS Financial Advisors
Washington
$56.7K
RF
1753
Robinswood Financial
Washington
$54.4K +$13.6K +169 +35%
FMP
1754
Financial Management Professionals
Texas
$54K +$50.6K +629 +2,735%
FDCP
1755
Foster Dykema Cabot & Partners
Massachusetts
$51.4K -$8.85K -110 -15%
KSB
1756
Kennebec Savings Bank
Maine
$49.3K +$47.5K +590 New
JPWM
1757
Jamison Private Wealth Management
Georgia
$47.3K
TSMHT
1758
Thurston Springer Miller Herd & Titak
Indiana
$47.3K
RIA
1759
Realta Investment Advisors
Delaware
$47K -$158K -1,967 -78%
CP
1760
Castleview Partners
Texas
$46.2K -$161K -2,001 -78%
OP
1761
ORG Partners
Indiana
$44.9K -$255K -3,165 -85%
JIP
1762
Jaffetilchin Investment Partners
Florida
$44.7K +$43K +534 New
CAM
1763
Creekmur Asset Management
Illinois
$43.9K -$15.7K -195 -27%
GA
1764
GoalVest Advisory
New York
$43.7K
KSWA
1765
Kathleen S. Wright Associates
Pennsylvania
$43.2K
PCMC
1766
Planning Capital Management Corporation
Pennsylvania
$43.1K
HI
1767
Horizon Investments
North Carolina
$42.7K -$11.8K -147 -22%
ATC
1768
Advantage Trust Company
Kansas
$41.8K
RAM
1769
Ramirez Asset Management
New York
$41.8K
BMC
1770
Bear Mountain Capital
Washington
$41.2K
BL
1771
BFSG LLC
California
$40.9K -$4.02K -50 -9%
DF
1772
Dunhill Financial
United Kingdom
$40.6K
OC
1773
Oakworth Capital
Alabama
$40.2K -$9.9K -123 -20%
OWP
1774
ORG Wealth Partners
Texas
$38.6K +$37.1K +461 New
FC
1775
Fairscale Capital
New Hampshire
$38K

EFA Hedge Fund Activity: Q3 2024 in Review

1,854 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2024, worth a combined $45.6B — up 2.4% from $44.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new EFA positions and 85 closed out — a net gain of 35 holders — while 546 added to existing stakes and 715 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $152M. The largest seller was BlackRock, cutting an estimated $1.61B.

  • 1,854 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2024, up from 1,848 in Q2 2024.
  • Funds reported $45.6B of iShares MSCI EAFE ETF stock for Q3 2024, up 2.4% quarter-over-quarter.
  • 120 funds opened new iShares MSCI EAFE ETF positions in Q3 2024 and 85 closed out, a net change of +35 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $152M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2024 was BlackRock, an estimated $1.61B sold.

Based on aggregated 13F filings for Q3 2024.